Loading…
Use Cases
Each use case on this page is a repeatable build pattern we have engineered before: same workflow category, different company-specific data, rules, and integrations.
If your workflow fits one of these patterns, the build is faster and the cost is lower, because we're not starting from zero.
Tell us which workflow you want to automate.
Sales
Scores, routes, and follows up with inbound leads based on fit criteria, so your sales team only talks to qualified opportunities.
Transcribes and summarizes sales calls, extracts key details into your CRM, and surfaces coaching signals for managers.
Drafts proposals and RFP responses using your past wins, product specs, and templates, cutting proposal time from days to hours.
Researches prospects, writes personalized first-touch outreach, qualifies replies, and books meetings for your human reps.
Generates accurate quotes from your product catalog and pricing rules, in minutes, not days.
Operations
Extracts structured data from PDFs, invoices, forms, and receipts, with confidence scoring and a human review queue for edge cases.
Classifies, prioritizes, and routes inbound emails, and drafts responses for your team to review and send.
Handles appointment booking, confirmation sequences, and rescheduling, reducing no-shows without manual follow-up.
Pulls data from your systems, synthesizes it into structured reports with narrative sections, and delivers them on schedule.
HR
Answers new hire questions about benefits, policies, and processes, available 24/7 without pulling HR away from higher-value work.
Answers employee questions about internal policies, SOPs, and procedures, citing the actual document so staff can verify the source.
Finds matching candidates, writes personalized outreach, handles first-pass screening, and schedules initial calls.
The 15 use cases above are patterns we've built before, but we scope custom workflows too. Describe what your team does manually today and we'll tell you whether AI can handle it.